Marketing & sales ops, actually connected
Postmithy unifies dashboard, CRM, analytics, paid media, social, SEO, email, and AI — built for agencies and in-house teams who need one platform, not ten tools.
Spend
$24.5k
+12.5%
Revenue
$98.2k
+8.3%
ROAS
4.01x
+5.1%
Leads
142
-2.4%
Spend trend — last 30 days
AI Insight
Reallocate 12% from TikTok Awareness to Meta Conversiones — projected +8% ROAS.
11
Live modules
70+
Data models
Multi
Tenant RBAC
365d
Demo analytics
Integrations
Connect the stack your clients already use
Paid media, social, analytics, CRM, and AI — 26+ platforms supported or on the roadmap.
Green dot = mock adapter live in demo · OAuth connect flows on the roadmap
What's live today
Every module maps to a real screen in the app
No vaporware — each card below is a shipped route with demo data, RBAC, and tenant isolation.
Executive Dashboard
Spend, revenue, ROAS, leads, pipeline, and AI alerts in one view — scoped by workspace or client account.
- 9 KPI cards
- Spend trend chart
- AI recommendations
CRM & Pipeline
Drag-and-drop Kanban across pipeline stages, lead inbox with scores, and contacts list with tenant isolation.
- Kanban drag-drop
- Lead inbox
- Audit on stage changes
Analytics
Cross-platform metrics from normalized daily data. Sandbox mode with 365 days of demo spend and conversions.
- Spend, ROAS, CPA
- 30-day trends
- Mock + live adapters
UTM Builder
Generate tracked campaign URLs, save links per workspace, and copy ready-to-use URLs in seconds.
- Save & generate
- Copy to clipboard
- Tracking pixel API
AI Copilot
Chat interface with usage tracking. Rule-based fallback works out of the box; plug in OpenAI or Anthropic keys when ready.
- Chat UI
- Fallback without API keys
- Usage metering
Paid Media
Media plans with budget lines, actual vs planned spend, and pacing status per campaign line.
- Pacing ON_TRACK/OVER/UNDER
- Campaign overview
- Q4 demo plans
Social Media
View scheduled and published posts across platforms with status badges and copy preview.
- Post pipeline view
- Multi-platform tags
- Worker publish job
SEO
SEO project overview with keyword and action counts per site. Full planner UI on the roadmap.
- Project cards
- Keywords + actions
- GSC integration planned
Email Marketing
Template library and campaign list. Mailpit in Docker for dev; Resend when configured.
- Templates list
- Mailpit dev inbox
- Send via worker
Management
Task list with due dates and status across client accounts. Projects schema ready.
- Task tracking
- Account scoping
- Due date sorting
Agency Hub
Manage multiple client accounts from one workspace with account switcher and isolated data per client.
- Client grid
- Account switcher
- RBAC per module
Built for how you work
Same platform, different operating models.
Companies
One workspace for your in-house team. Roles, permissions, and a single source of truth for marketing + sales KPIs.
Agencies
3 demo clients out of the box. Account switcher filters every module per client — CRM, analytics, paid media, tasks.
Freelancers
Run multiple brands without juggling spreadsheets. Same platform, isolated accounts, agency-grade reports.
How it works
Up and running in 3 steps
Request access
Tell us about your agency or team at hello@postmithy.com. We provision your workspace and configure modules.
Try the sandbox (optional)
Explore the public sandbox with sample data — CRM, analytics, paid media, and AI — before your workspace is ready.
Run marketing & sales in one place
Dashboard, CRM, analytics, paid media, and AI — switch client accounts instantly with full data isolation.
Roadmap
What we're building next
Transparent about what ships today vs what's in progress — no fake feature lists.
- SoonStripe billing & checkout
- SoonEmail automation flow builder
- SoonSEO Kanban planner & rankings
- SoonWhite-label client portal
- SoonCommand palette (⌘K) & notifications panel
- SoonPDF report export
- SoonFull OAuth for Google Ads & Meta
- SoonRAG / pgvector for AI context
Under the hood
Production-grade foundation
Multi-tenant
Workspace → accounts → RBAC per module
Docker Compose
Web, worker, Postgres, Redis, MinIO, Mailpit
70+ Prisma models
CRM, campaigns, metrics, SEO, email, billing schema
BullMQ worker
Sync, alerts, email send, social publish jobs
Mock adapters
Google, Meta, TikTok, LinkedIn — swap for OAuth later
Access
Invitation-only onboarding
We onboard agencies and teams manually to ensure the right setup, data isolation, and module configuration from day one.
Production workspace
Full platform: all modules, multi-account RBAC, Docker-ready stack, and optional managed hosting on DigitalOcean.
- Dedicated workspace + client accounts
- CRM, analytics, paid media, AI
- White-label & billing (roadmap)
- Priority onboarding call
FAQ
Straight answers
Ready for Postmithy?
Request a workspace for your agency, or explore the interactive sandbox on your own.